VP/ AVP/ DVP

3 weeks ago

Vadodara Delhi Indore, India Quick Turtle Full time

Job Description VP/AVP/DVP - PCG (Private Client Group) Advisor, B2B Partner Alliance QuickTurtle is seeking a highly experienced and strategic VP/AVP/DVP - PCG Advisor, B2B Partner Alliance to join our team. You'll be instrumental in advising Ultra HNI clients, fostering strong relationships with our B2B partners, and driving significant business growth through deep market understanding and a client-centric approach. Key Responsibilities - Advise Ultra HNI clients on a diverse range of investment products including Equity, Futures & Options (Equity, Currency, Commodity), managing large customer portfolios with a book size of 25 lakhs and above. - Build and maintain strong rapport with Business Associates (Partners, Franchisees, IFAs) to ensure business scalability and high-quality servicing. Your focus will be on customer and Business Associate longevity, driven by in-depth research and knowledge-based advice. - Support Business Associates (Franchisees, IFAs, Partners) in scaling their existing client base and revenue through quality service and by showcasing future opportunities. - Potentially manage an existing book of clients, applying deep market understanding and advanced strategies to increase book size and revenue. - Regularly meet with large customers and Business Associates (Franchisees, IFAs, Partners) to foster strong relationships and understand their evolving needs. - Profile Business Associates (Franchisees, IFAs, Partners) by conducting in-depth reviews of their customers financial requirements, analyzing investor investment styles and risk appetites, and recommending suitable portfolios or actionable strategies. - Create a large options book along with robust revenue, ensuring maximum activation of Business Associate customers through quality advisory. - Identify upselling opportunities and guide large customers to diversify their investment portfolios by advising them on suitable products like Mutual Funds, PMS (Portfolio Management Services), IAP (Investment Advisory Products), and Insurance, thereby bringing stability and longevity to their investments. What We're Looking For - Proven expertise in advising Ultra HNI clients on complex financial products. - Demonstrated ability to build and nurture strong B2B relationships for scalable business growth. - Deep understanding of equity markets, F&O, and advanced investment strategies. - Exceptional communication and interpersonal skills to manage high-value clients and partners. - A strong commitment to client longevity through research-backed and insightful advice.

  • AVP/DVP/VP- Wealth Management

    5 days ago

    Delhi, Delhi, India IIFL Capital Services Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionIIFL Capital Services Ltd. (IIFL Capital) is one of India's premier financial services conglomerates, delivering top-tier Investment Banking, Institutional Equity Sales, Retail Broking, financial product distribution, and Wealth Management solutions. Established in 1996, IIFL Capital has built a longstanding legacy of trust, innovation,...

  • VP/ AVP/ DVP PCG

    2 weeks ago

    Mumbai, Navi Mumbai, New Delhi, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Description VP/ AVP/ DVP PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee/IFA/B2B), Equity Broking1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodit . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality...

  • DVP / VP - Private Market Investments

    3 days ago

    Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Job Description: DVP / VP - Private Market InvestmentsCompany: leading full service broking firm(insti, wealth, retail, merchant banking )Location: MumbaiExperience: 6 - 10 Years________________________________________Role SummaryWe are looking for a DVP/VP to lead private market investment advisory for High-Net-Worth Individuals (HNIs) and family offices....

  • DVP / VP - Private Market Investments

    2 days ago

    New Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Job Description: DVP / VP - Private Market InvestmentsCompany: leading full service broking firm(insti, wealth, retail, merchant banking ) Location: Mumbai Experience: 6 - 10 Years ________________________________________ Role Summary We are looking for a DVP/VP to lead private market investment advisory for High-Net-Worth Individuals (HNIs) and family...

  • DGM/ GM/ AVP/VP

    1 week ago

    Bengaluru, Delhi, Mumbai, NCR, India Uberlife Consulting Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    We are hiring for  DGM/GM/AVP/VP Operations for our leading client  Flipspacesfor the Mumbai, Hyderabad, Bangalore, Delhi location. Sharing the JD for your reference.  Please share your updated cv to take this forward.Role Overview We are looking for an experienced AVP Operations to lead project execution and site delivery for large-scale commercial...

  • Sr Investment Counsellor SOUTH MUMBAI AVP

    3 weeks ago

    New Delhi, India Bank Full time

    Investment Counsellor - AVP / DVP RoleOpening for a Leading Bank - Looking for candidates from Banking OnlyKindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.comWassup - 9137265848Role Details:- Grade: [SM/AVP/DVP] - Maximum CTC: [11L - 30L] - Location: [Lower Parel] - Position: [2]The purpose of this role is to guide and motivate the...

  • Sr Investment Counsellor SOUTH MUMBAI AVP

    4 weeks ago

    New Delhi, India Bank Full time

    Investment Counsellor - AVP / DVP RoleOpening for a Leading Bank - Looking for candidates from Banking OnlyKindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.com Wassup - 9137265848Role Details:Grade:[SM/AVP/DVP] Maximum CTC:[11L - 30L] Location:[Lower Parel] Position: [2]The purpose of this role is to guide and motivate the team of...

  • Sr Investment Counsellor SOUTH MUMBAI AVP

    2 weeks ago

    New Delhi, India Bank Full time

    Investment Counsellor - AVP / DVP RoleOpening for a Leading Bank - Looking for candidates from Banking OnlyKindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.comWassup - 9137265848Role Details:- Grade: [SM/AVP/DVP] - Maximum CTC: [11L - 30L] - Location: [Lower Parel] - Position: [2]The purpose of this role is to guide and motivate the...

  • Investment Banking AVP/VP

    4 weeks ago

    New Delhi, India Indium Capital Advisors Full time

    Indium Capital - Investment Banking AVP/VP - CA/IIM/ISM/FMS/MDI/CA (4-8 years)Indium Capitalis a Bangalore based Investment Bank operating since May 2014. We focus on Healthcare and Digital/Technology sectors with typical deal sizes of ~$25-500Mn. We have worked extensively withmarquee clientson deals across healthcare, consumer, tech/digital and industrials...

  • Assistant Vice President

    2 weeks ago

    Delhi, Delhi, India MNC Auto Leasing Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    We're Hiring: AVP, DVP & VP – Corporate Leasing Business-DELHI /Pune/ BangaloreAre you or someone you know ready to take the next step in a dynamic career? We have exciting leadership roles open for talented professionals in #AVP, #DVP, and VP positions, tailored according to expertise and experience.Key Responsibilities:Build and nurture long-term...